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Nov 14
Trading psychology traders experience.

Open this Thread 🧵 to learn more about trading psychology 👇👇

#Optionselling Image
Why trading psychology matters in the stock market trading Image
What is Fomo Traps and How to avoid Fomo Trap. Image
Read 10 tweets
Nov 14
Elon Musk built rockets for 2% of NASA’s cost.

Jeff Bezos built the fastest supply chain in history.

Both use a 2,300-year-old method to turn “impossible” into reality while everyone else follows the rules.

Here’s how First Principles thinking works (and how to use it): Image
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Most people solve problems by reasoning by analogy.

They look at what’s been done before and make small improvements.

First principles flips that.

You break a problem down to its fundamental truths and then reason up from there, ignoring convention.
Aristotle defined it 2,300 years ago: “A first principle is the first basis from which a thing is known.”

Reasoning by analogy is safe, but it limits innovation.

First Principles Thinking starts with physics-like truths, things you know are real, and ignores everything else. Image
Read 11 tweets
Nov 14
Everyone hates stamp duty. Everyone knows an annual property tax would be better. But no one has come up with a plan that:

1️⃣ Fully removes stamp duty
2️⃣ Leaves no one worse off than on the current system
3️⃣ Raises money for the Treasury from day one

Until now.

There are a plethora of think tank reports advocating switching from stamp duty to an annual property tax. Because stamp duty sucks! It gums up the property market and makes it costly to move house.

As a result, people stay in the wrong place for longer:
💼 workers pay a penalty for moving to new job opportunities
🪹 empty-nesters are effectively fined for downsizing
🧑‍🍼 new parents can’t afford homes large enough for their families.

But there’s a reason that no government has managed to replace it: ending stamp duty means EITHER:

⬇️ Foregoing a huge amount of revenue (close to £12bn) for years, OR
⬆️ Massively raising taxes on people who have just bought a house (and already paid stamp duty)

For all the pages that have been written on stamp duty, no one has managed to design a tax that avoids this dilemma.

We think we have an answer.

Our scheme would give buyers a choice: when you next buy a house, you can EITHER pay stamp duty on the current system, OR you commit to paying an annual property tax - 0.16% for an average property worth £300,000 (which works out at £480 a year).

For someone who moves house twice in 10 years, this will be a huge saving on the current system, as shown below:Image
Under our proposal, buyers would be given a choice: pay stamp duty, or opt in to paying an annual tax until they next sell the property.

This means that no one is worse off: no current owner would be affected until they next buy a house, so there is no “double taxing”. You only pay the new tax if you choose to forego paying stamp duty.

For buyers, this is a huge upfront saving:
💷 Stamp duty requires a large amount of liquidity, which many buyers, struggling for a deposit, don’t have. On average, stamp duty costs £4.5k, but for more expensive homes (or average homes in London) it can run into hundreds of thousands of pounds.
🏦Because you have to pay stamp duty from your savings, it reduces how much you can borrow - even if you can afford it.
🗓️Our property tax will be a smaller annual payment, calculated based on the purchase price.
🏡Any savings can instead be put towards a deposit, or buying a larger house.

This opens up the housing market for everyone and increases the volume of transactions. The removal of a tax wedge means more properties on the market.

🏗️ It could even raise construction activity. One study suggests that removing stamp duty could add over 3% to GDP and productivity.

These graphs show the level of tax for different properties under stamp duty, and under our proposed annual tax.Image
Image
You might be thinking, this all sounds well and good, but how do we avoid it costing huge amounts of money to the Treasury?

We’ve designed a phased implementation that ensures a property tax is revenue-positive from day one, and raises vastly more than stamp duty in the long run.

In addition, we propose:
🏰 An ‘additional rate’ of 0.5% on properties worth over £2m (applied at the margin for value that exceeds £2m)
⚖️ A progressive schedule, so those with the broadest shoulders pay the most
✉️ Removal of the existing ‘envelopped properties’ loophole, whereby residential properties can be hidden in corporate structures to avoid tax.

This allows the Treasury to meet its fiscal rules while transitioning Britain to a fairer, more efficient system of property taxation.

You can read the full report from @pdmsero & me here: britishprogress.org/briefings/duty…

Huge thanks for feedback & input from lots of very smart people, including @johnrmyers @timleunig @arunadvaniecon @JamesHowat1 @morgan_wild @Sam_Dumitriu @bswud @KaneEmerson @freddie_poser & Matthew Stubbs.Image
Read 3 tweets
Nov 14
Vagus Nerve: The Body’s Thread of Inner Calm and Connection

The vagus nerve is one of the most extraordinary structures within the human body. Stretching from the brainstem all the way down into the chest and abdomen, it acts like a living communication cable connecting the Image
brain with the organs that keep you alive. It influences your breath, your heart rhythm, your digestion, and even how safe or relaxed you feel in your own skin. In Natural Hygiene, we often speak of the innate intelligence of the body, and the vagus nerve is one of the clearest
examples of how this intelligence guides healing and restoration.

Although most people think healing begins with food alone, the state of your nervous system plays a far greater role. When the vagus nerve is overloaded, compressed, or constantly stimulated by emotional stress,
Read 19 tweets
Nov 14
🔥🔥🔥Breaking! Obama is exposed! The Integrity Initiative IP address originally belonged to a person from the Makati Business Club in the Philippines, an active B team member org of Obamas State Depts, Open Government Partnership (OGP). The OGP still operates, and Obama had been spotted with them in 2019. (Remember this was a gov org.)

But wait, it gets tons better the more you read!

Obamas last foreign trip after the 2016 election was to Athens Greece for his Open Government Partnership (OGP). This was held at the Stavros Niarchos Foundation (SNF). Just remember if you see anything SNF linked, it’s paid for by Greek dollars.

Now let’s get to the good part. Remember @DataRepublican reported that the coup video people referred to John Hopkins?

A Stavros Niarchos Foundation Agora (SNF Agora) was created at John Hopkins (Greek $$) in June 2017.

EVEN BETTER YET? Recall the Soros Partnership for Safe Voting that took over the 2020 election administration? The Democracy Funders Network (DFN) that did its fundraising was underwritten by SNF Agora at John Hopkins. Yikes! This is significant!

Obama created Civic Nation, while President, and it’s still directed by Valerie Jarrett. SNF Agora works with this too.

SNF Agora, directed by Hahrie Han concentrates on researching and teaching optimal protesting. Hahrie interacts with Obamas Marshall Gantz. And of course multiple folks there are connected to Obama including herself.

Also at SNF Agora is Arena. Arena began at Soros and Karl Poppers Alma Mater, the London School of Economics (LSE). There’s some UK Cluster Integrity Initiative folks left there such as Anne Applebaum and Peter Pomerantsev etc. Arena busies themselves talking about Trump Russia, disinformation, fighting anti immigration speech, and fighting “authoritarian” Trump and populists etc.

The Arena launch at SNF Agora institute was even announced by Ed Lucas from the Integrity Initiative.

The way I understand it, Arena was at LSE first, then Legatum, and then SNF Agora.

Ben Nimmo of the integrity initiative was at least at LSE. And Louis Brooke at LSE was on the project board of the Zinc Network with the Integrity Initiatives Chris Donnelley.

Anne Applebaum and Peter Pomerantsev both work with SNF Agora and its adopted Arena is considered an offshoot. Both Anne and Peter flew to Kiev to talk to Zelinsky for SNF Agora.

Obama and Biden are mixed up with SNF in many other ways too. Obama Fndn events were even held at SNF centers.

Obama’s presidential library has a wing funded by SNF (remember this is Greek dollars):

“The Programs Wing, named the Democracy in Action Lab (DIAL) and made possible by a transformational grant from the Stavros Niarchos Foundation (SNF), will be the epicenter of the Obama Foundation.”

Biden even has a Stavros Niarchos Fndn Ithaca.

Biden’s SNF Ithaca says:

“Anti-democratic movements are surging around the world, and ELECTIONS ARENT WORKING. Elections and electoral reform alone are not enough.”

“As Anat Shenker Osorio explains, repeatedly naming the villains and their motivations can help build
a broader base of supporters.”

“The next stage of democratic innovation is beginning to explore how to move beyond the dominant model of elections”

♦️Integrity Initiative evidence:

Both IP addresses are the same, so it’s the same person.

A. 6-22-15
IP = 54.217.241.62
Robi Del Rosario
Organization = Integrity Initiative
integrityinitiative.net

B. Date creation = 2016-08-04
IP Address = 54.217.241.62
IP location Dublin Ireland
Domain
integrityinitiative.net
integrity initiative
Web age = 3 years and 6 months
Location Switzerland

C. Compare the dates, the site was live under Robi Del Rosario’s IP.

The first Integrity Initiative available archive is October 7, 2016. This archive is for a fully operational Integrity Initiative site.

This was mostly a synopsis, so this thread will be long and jam packed.Image
Image
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Let’s begin with the IP address for the Integrity Initiative.

54.217.241.62 was used by Robi Del Rosario in 2015. Then it was changed to private in 2016 to hide the name. But they still retained the same IP address,

archive.is/YwUwkImage
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Here’s Robi Del Rosario at Makati Business Club.

Makati seems to have a bad rep with some.

web.archive.org/web/2024050121…Image
Image
Read 8 tweets
Nov 14
On 14 November 2025 Ru🇷🇺 launched:
Missiles:
■ 2/3 Kh-47M2 "Kinzhal" aeroballistic missiles (from Ryazan Oblast - RF).
■ 0/1 "Zircon" anti-ship missile.
■ 6/6 Iskander-K/Kalibr cruise missiles (from AR Crimea/Black Sea waters).
■ 6/9 Iskander-M/KN-23 ballistic missiles (from Bryansk Oblast).

#Shahed-type & attack UAV:
■ 430 (Kursk, Millerovo, Oryol, Bryansk, Primorsko-Akhtarsk, Chauda)
■ 405 downed & lost [EW, decoy, malfunction] reported by UA🇺🇦
■ 25 hits reported by UA🇺🇦
■ 94% neutralization ratio
■ 300 Shahed launched (aproximately)

As a result of the Ru🇷🇺. Hits by 15 missiles and 37 strike UAVs were recorded in 20 locations, and falling debris (fragments) in 4 locations.

UAV count for November 2025 that Ru🇷🇺 launched:
■ 2315 launched by Ru🇷🇺
■ 1891 downed & lost [EW, decoy, malfunction] reported by UA🇺🇦
■ 424 hits reported by UA🇺🇦
■ 82% average neutralization ratio
■ 1500 Shahed launched (aproximately)Image
During Russia's attack in Kyiv, a slab broke through the ceiling and fell onto a bed, resulting in the deaths of two people.

26 people were injured, and 3 have died.

▪️ Podilskyi district - hit on a multi-story building, 13 people rescued.
▪️ Dniprovskyi - fire extinguished in a five-story building, 17 people rescued; at another address - partial destruction of a building.
▪️ Darnytskyi - fire extinguished on school grounds.
▪️ Desnyanskyi - fire in a multi-story building, localized; 9 people rescued, 50 evacuated; one person unblocked from under the rubble.
▪️ Solomianskyi - fire in a residential building and on the roof, 20 people rescued.
▪️ Sviatoshynskyi - hit on a residential building, fire extinguished in a 22-story building.
▪️ Holosiivskyi - debris fell on hospital grounds; at another address - fire in a building.
▪️ Obolonskyi - hit on a 9-story building, apartments caught fire.
▪️ Shevchenkivskyi - fire in an open area.

Flight routesImage
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Read 4 tweets
Nov 14
Maha Mahagathbandhan Meltdown: Bihar Election Results Edition

A Casual Thread~

1. Abusive Meltdown Image
2. Joyful Meltdown Image
3. Conspiratorial Meltdown Image
Read 24 tweets
Nov 14
1/7
China's fixed-asset investment declined 1.7% year on year in the first 10 months of 2025, more than twice the expected rate of decline, and well above the 0.5% decline during the first nine months of the year.

english.news.cn/20251114/2bcf2…
2/7
Excluding a 14.7% decline in the property sector, investment rose by 1.7% during the first ten months of 2025, led by a 2.7% rise in manufacturing investment.

As I see it, the weakness in investment growth suggests that the fight against "involution" is working so far.
3/7
It suggests that the post-2022 surge in investment in preferred manufacturing sectors, such as EVs, batteries and solar panels, is being reversed.

But this leaves us with the same questions that we were left with following the post-2022 collapse in property investment.
Read 7 tweets
Nov 14
[LIVE THREAD 🔴⚪️🔵]
Lieutenant Colonel Kelebogile Thepa: EMPD Spokesperson and Head of Media and Public Relations Unit takes the stand

Adv Ofentse Motlhasedi leads evidence.

#eNCA #MadlangaCommision Image
Thepa says she started with EMPD in 2009. She tells the commissioners about her career background. @eNCA

Thepa said she spoke on behalf of the Chief of Police. Conducting interviews with journalists, taking media enquiries and disseminating media statements to the public.
09:54
Thepa said commissioner Spies via email, told her that Police impersonation was a serious offense and that there was no formal MOUs with the City.

Previously we heard from Xolani Nciza the former employee relations director who said Mkhwanazi signed a purpoted MOU between the municipality and CAT VIP. Nciza said no MOU existed.

STATEMENT UNDER OATH:
According to Thepa - the department submitted response to News24.

8th February 2023 - Thepa said she recieved another query from Wicks regarding the vehicles being registered to EMPD. The Vehicles had been "donated" by Cat VIP. Wicks wanted to know if the vehicles were under the EMPD fleet.

Thepa said she fowarded the questions to commissioner Spies. She says all vehicles under Ekurhuleni are controlled by the transport department. "It wasn't anything easily accessible. It was not information I had in my possession, as the transport department fleet section was responsible for the vehicles."Thepa said.

NB: Chris Steyn from the fleet Department would have substantive information regarding the vehicles.

The story was massive according to Thepa - which led to an influx of media enquiries.

Thepa said they didn't respond as a department to further enquiries

Thepa said other enquiries were directed to the City Managers office. And that the office would be better placed to respond to Transport and HR related matters.

Thepa said she issued a directive that the City Managers get involved to avoid conflicting statements. "The questions were technical and required further engagement."

Thepa says she was told to "back off" and that the City Managers office would handle the enquiry.

Thepa says their efforts and response by the former City Managers did little to calm the storm.

Thepa says they know their own vehicles. The "donated cars" were luxury cars. "Under no circumstance would you find a black BMW doing law enforcement." She says the cars a designated for Mayors and Councilors.

Thepa said Mama Cat was not an EMPD officer and that the escort to the airport wouldn't be lawful. @eNCA
Read 9 tweets
Nov 14
The quick commerce industry is moving faster than anyone expected. So much has changed in just a few months that it is worth stepping back to see where things stand. A 🧵 on whats happening.
Zepto raised new capital and is now rumored to be inching toward an IPO. Reliance Retail said it has shifted its quick-commerce model to 30-minute delivery by riding on its nationwide store network. Swiggy is raising funds after earlier saying it did not need external capital. Blinkit is adding stores at record speed. The momentum is remarkable.
We are skipping the debate on valuations. What matters here is what the two biggest listed players, Swiggy and Eternal (Zomato), actually said and did this quarter. This space changes so quickly that every quarter feels like a fresh chapter.

Let’s walk through how quick commerce performed this quarter.
Read 23 tweets
Nov 14
In this second post on the revisionism currently going through the @LibDems is the general acceptance that the quotas do need to change and so now clearly everyone is saying 'why didn't someone do something sooner?' Of course we first tried in 2023 after the first FWS case. 🧵 Image
The above is a fairly typical response from the trans lobby. Already in 2023 it was clear that self-ID couldn't be used as the basis of quotas and allowing non-binary people into both the men's and women's quotas was inherently unfair. But we were told to leave for raising it. Image
That wasn't the only abuse we received for daring to try to make the quotas compliant with the Equality Act. Councillors and Party Officers liked and shared messages likening us to a pubic lice infestation & speculating how much insecticide it would take get rid of us. Image
Read 12 tweets
Nov 14
Most people who support billionaires are those who want a place near the fire, even if it means leaving everyone out in the cold.
But to me. Absolutely everything that is happening in this world is because of a class war.
Not a culture war.
The billionaires and the capitalists
are wanting everything. Snd not just that. What little scraps they leave us, they own that and make it unaffordable. But MF’s be out there defending them. No. Most of those are paid trolls and bots.
They own all the media. So they CREATE the narrative. It’s the Blacks, it’s the
transgender, it’s the immigrant, it’s the liberal, it’s the Antifa, it’s the Atheist, it’s the Muslim.
It’s you against me. So they distract us with the circus as the powerful have always done. And the bread is now breadcrumbs.
And they laugh on their yachts. They laugh in
Read 4 tweets

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